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Hey,

So, I'm trying to figure out something that should be really basic, but for love nor money, I cannot figure it out, and it's slightly embarrassing.

I have a report, that has a column called "Display Value" and another column of "Record Count".

 

All I'm trying to do is try to calculate the % of the following condition:

Essentially: (SUMIF Display Value = 4 OR 5 / [Total Record Count])

So in my screenshot, it would effectively be [(400+2647)/3354] = 0.91 / 91%

 

If I can't get that on a report, I'm trying to get the 91% on a dashboard, so I'm happy with it being on the dashboard.

 

I've tried both row and summary-level formulas, and I just cannot get it to do anything that I want, and it's probably the way that I'm asking Salesforce to do what should be really straightforward... but I'm struggling.

 

I've tried bucketing the values into "High Score" which includes 4 and 5, but then I couldn't use the bucketed value in any formula that was useful.

I think a part of the issue is that Display Value is a text field, and not a numerical field.

 

I've tried to store it as a Bucket Field as well, but then I can only use it as "BucketField:Unique" which means I can't seemingly convert it to a number to do any kind of calculations off of.

Help with calculating something basic in Salesforce Reporting - SUM of Record Counts IF a condition is met

3 answers
  1. Manoj Nambirajan (Dell Technologies) Forum Ambassador
    Jul 11, 2023, 5:03 PM

    @Ben Sykes You can try below approach

     

    Create a formula field which returns 1 if TEXT(Display Value) = 4 OR 5; and returns 0 for rest

     

    like IF ( TEXT(display value) = 4 || TEXT (Display Value) = 5, 1, 0)

     

    Then add this custom formula field in your summary Report.

     

    then create a summary formula of type percent; formula can be New custom formula field : SUM/ Record count

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6 answers
  1. Today, 9:10 PM

    Hi , 

     

    The error "Default Expanded Section' property has an invalid value" in Salesforce's Lightning App Builder typically arises when an invalid option is selected for the "Default Expanded Section" property within an Accordion component on a Lightning record page. This prevents users from saving changes to the Lightning page.  

     

     

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Hi I have triple checked enabled requirements, instructions etc.  Agent user is  EinsteinServiceAgent User . I deleted and recreated the Agent but still receiving "Unfortunately, I wasn't able to make the booking. Would you like to speak to a representative for further assistance?" all other actions work except for the booking.  Please see attached.  Thanks! 

 

#Trailhead Challenges  #Agentforce  #Agentblazer

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2 answers
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1 answer
  1. Today, 10:41 PM

    It is now back to English, it seems the fix happened on it own.  Anyone know how/why this would happen?

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Hello All!

 

I created a master-detail relationship between  Cases (parent) and Money Reserves (child). I have 5 different currency fields and 1 date field on the Money Reserves object. My request is two parts. The first part is to consolidate (roll-up values) all of the Money Reserve records attached to a particular Case. So if I have 3 different Money Reserve records showing $4, $6, and $7, I want this to be rolled up to $17, and (here is Part 2) have it displayed on a field on the Case object. The related fields on the Case object should always show the latest and greatest "rolled-up" values from the related Money Reserves records.

 

Thanks!

3 answers
  1. May 17, 2022, 9:04 AM

    Hello Chloe,

     

    As you already have Master-Detail relationship field between Case & Money Reserves, you could create a Roll-up summary field on parent object: Case object by selecting Summarized object as Money Reserves, Roll-Up type: SUM, and Field to aggregate: currency field for showing the Total Money reserves for each case (i.e. Sum of all Money Reserves for each Case).

     

    If you have a need to display the highest Money Reserve for each case on Case object, you could create another Roll-up summary field on Case object by selecting Summarized object as Money Reserves & Roll-Up type: MAX, and Field to aggregate: currency field for showing the Max Money reserve for each case from all related Money Reserves.

     

    Here is the path to create the Roll-Up Summary field: Setup ==> Object Manager ==> Search for Case in Quick find search box ==> Click on Case ==> Fields & Relationships ==> New ==> Roll-Up Summary

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Specifically when trying to include images in the signature. Our users are using the correct html format where the image is sandwiched between the html text.  

Is there an easier way to include images and font color in the email signature that I'm just not aware of? Our users have a challenging time navigating the whole html text sandwich process.   

 

#Email Signature Area  #Salesforce  #Sales Cloud

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From what I am reading, without Salesforce Connect and External Objects, I would need to write the UI for display in a Salesforce application from scratch using Apex, thereby losing all of the wonderful features that we love about Salesforce. Also, I want to be able to update and create new records with the Salesforce application.

Am I correct?  

Please forgive me for the naivety, but I am brand new to MuleSoft and still very new to Salesforce.

1 answer
  1. Sushil Kumar (UKG) Forum Ambassador
    Today, 10:29 PM
    Yes, So if you need to fetch data in real time from external system, you will need to either use Flow or LWC/Apex to make callouts and get/update data in external system. Read this as well for low code external calls(only if external system supports open api) - https://help.salesforce.com/s/articleView?id=platform.external_services.htm&language=en_US&type=5. With Salesforce connect, you get that without writing anything custom.
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Hello All, 

Could you please help me with the following question: 

 

We are using the email service TicketsFromEmail with the Apex class MailListen_IncidentCTHandler to automatically create incidents in Remedy from incoming emails. 

Recently, the Apex class was updated in the Sandbox environment by adding the following line: 

incident.Title__c = email1.Subject; 

This change is intended to populate the Title field of the newly created incident using the subject line of the email that triggered its creation.

Issue with update of Apex class

 

However, when I send emails with the template name in the subject line (e.g., EQNH New Hire - Test Test_06/23/2025) to create an incident using that template, the Title field in the incident includes the entire subject line, including the template name (e.g., "EQNH"). 

 

Could you please help me understand how I can update the Apex class—or specifically the newly added line 

incident.Title__c = email1.Subject; —so that the template name (e.g. EQNH) is excluded from the Title field of the created incident? 

 

Thank you in advance!

6 answers
  1. Today, 10:28 PM

    Hi Eric, 

    As you correctly mentioned, line 45 contains the logic to retrieve the template prefix. The idea was that if user includes the template code in the email subject, Remedy should automatically create an incident using that template. However, the Title field in the newly created incident was left empty. 

    Thank you so much for the code you provided!

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I have been using the salesforce authenticator for almost a year with no problems. I got a new cell phone IPhone 16, and now I’m unable to double click or execute any multi factor authenticators. Please help.

1 answer
  1. Sushil Kumar (UKG) Forum Ambassador
    Today, 10:24 PM
    Did you remove your previous phone linkage from your user record ? Some other admin in the org will be able to delink and the it should ask for authorization automatically.
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